Largest Portfolios by Value

Filing on Feb 12, 2025 Q4 2024

Covington Investment Advisors Inc.

  • SCHD
  • GOOG
  • MSFT
  • AAPL
  • AVGO
  • NVDA
  • AMZN
Covington Investment Advisors Inc.'s Q4 2024 Portfolio
Portfolio Value 1.14 Billion
Stocks 72
Filing on Feb 10, 2025 Q4 2024

Koss Olinger Consulting, LLC

  • SCHX
  • BOND
  • JPSE
  • USHY
  • BLV
  • SPMD
  • IVE
Koss Olinger Consulting, LLC's Q4 2024 Portfolio
Portfolio Value 1.14 Billion
Stocks 185
Filing on Jan 13, 2025 Q4 2024

Marcum Wealth, LLC

  • IVV
  • SCHX
  • VEA
  • SCHA
  • VWO
  • IJH
  • VB
Marcum Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 1.14 Billion
Stocks 407
Filing on Jan 16, 2025 Q4 2024

Charles Schwab Trust CO

  • SCHZ
  • VOO
  • SCHX
  • AGG
  • FNDX
  • SCHF
  • VEA
Charles Schwab Trust CO's Q4 2024 Portfolio
Portfolio Value 1.14 Billion
Stocks 158
Filing on Jan 28, 2025 Q4 2024

Beese Fulmer Investment Management, Inc.

  • AAPL
  • MSFT
  • AVGO
  • AMZN
  • MA
  • COST
  • GOOGL
Beese Fulmer Investment Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.14 Billion
Stocks 228
Filing on Feb 06, 2025 Q4 2024

Spc Financial, Inc.

  • TFLO
  • RSP
  • GSEW
  • USFR
  • IQDG
  • JMBS
  • QUAL
Spc Financial, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.14 Billion
Stocks 259
Filing on Jan 17, 2025 Q4 2024

Beaumont Financial Advisors, LLC

  • AAPL
  • MSFT
  • IVV
  • GOOGL
  • IJH
  • AMZN
  • IJT
Beaumont Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 1.14 Billion
Stocks 369
Filing on Jan 30, 2025 Q4 2024

Sheaff Brock Investment Advisors, LLC

  • AAPL
  • NVDA
  • MSFT
  • LLY
  • AMZN
  • IPDP
  • ORCL
Sheaff Brock Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 1.14 Billion
Stocks 452
Filing on Feb 13, 2025 Q4 2024

Xtx Topco LTD

  • UNH
  • CME
  • TSLA
  • NVDA
  • TSLA
  • TSLA
  • WMT
Xtx Topco LTD's Q4 2024 Portfolio
Portfolio Value 1.13 Billion
Stocks 2216
Filing on Jan 31, 2025 Q4 2024

Blue Chip Partners, Inc.

  • FBND
  • AAPL
  • AVGO
  • GOOG
  • MSFT
  • JPM
  • MS
Blue Chip Partners, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.13 Billion
Stocks 153
Filing on Jan 27, 2025 Q4 2024

Eagle Ridge Investment Management

  • AVGO
  • VGSH
  • MSFT
  • META
  • GOOGL
  • ORLY
  • UNH
Eagle Ridge Investment Management's Q4 2024 Portfolio
Portfolio Value 1.13 Billion
Stocks 148
Filing on Feb 14, 2025 Q4 2024

Park West Asset Management LLC

  • META
  • Z
  • ALV
  • TNDM
  • WDC
  • MLNK
  • KEX
Park West Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 1.13 Billion
Stocks 45
Filing on Jan 23, 2025 Q4 2024

Tci Wealth Advisors, Inc.

  • DFAS
  • DFUS
  • DFUV
  • AVUV
  • DFAC
  • DFIV
  • AVDV
Tci Wealth Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.13 Billion
Stocks 227
Filing on Jan 13, 2025 Q4 2024

Advisor Net Financial, Inc

  • IVV
  • AAPL
  • AGG
  • MSFT
  • VTI
  • DFIC
  • SCHD
Advisor Net Financial, Inc's Q4 2024 Portfolio
Portfolio Value 1.13 Billion
Stocks 1977
Filing on Feb 13, 2023 Q4 2022

Trustcore Financial Services, LLC

  • SPY
  • HCA
  • EFA
  • NEAR
  • VTV
  • VO
  • VB
Trustcore Financial Services, LLC's Q4 2022 Portfolio
Portfolio Value 1.13 Billion
Stocks 1042
Filing on Feb 01, 2024 Q4 2023

Ardevora Asset Management LLP

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
  • GOOG
Ardevora Asset Management LLP's Q4 2023 Portfolio
Portfolio Value 1.12 Billion
Stocks 96
Filing on Feb 06, 2025 Q4 2024

Rkl Wealth Management LLC

  • IVV
  • SCHX
  • IEFA
  • IJH
  • IJR
  • SCHM
  • AAPL
Rkl Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 1.12 Billion
Stocks 172
Filing on Feb 14, 2025 Q4 2024

Integral Health Asset Management, LLC

  • INSM
  • THC
  • BSX
  • VERA
  • CYTK
  • INSM
  • CNC
Integral Health Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.12 Billion
Stocks 83